Anic Equity¶
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Total return since start: 0.626 %¶
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Equity now: -----------------------------> 49661.86 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45600.65 Kr¶
PnL: ---------------------------------------> 544.65 Kr¶
DD now: ---------------------------------> -6.511 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 16:33:31.717494'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.500000 | 1669.140000 | 200.140000 | 13.620000 | 1468.999998 |
| Orrön Energy | 180 | 6.700000 | 2194.200000 | 151.200000 | 7.400000 | 2043.000000 |
| Sedana Medical | 93 | 3.840000 | 2667.240000 | 146.240000 | 5.800000 | 2521.000011 |
| Atrium Ljungberg B | 5 | 4.360000 | 994.000000 | 59.000000 | 6.310000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 5.070000 | 1018.800000 | 57.800000 | 6.010000 | 960.999996 |
| Sagax B | 4 | 3.690000 | 898.800000 | 44.800000 | 5.250000 | 854.000000 |
| JM | 6 | 3.420000 | 907.800000 | 43.800000 | 5.070000 | 864.000000 |
| Catena | 2 | 3.930000 | 834.800000 | 42.800000 | 5.400000 | 792.000000 |
| Hoist Finance | 35 | 1.740000 | 1022.000000 | 42.000000 | 4.290000 | 980.000000 |
| Sagax A | 4 | 4.190000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| VEF | 909 | 3.500000 | 1881.630000 | 31.630000 | 1.710000 | 1850.000436 |
| Hexatronic Group | 12 | 3.100000 | 998.160000 | 31.160000 | 3.220000 | 966.999996 |
| BioGaia B | 8 | 1.880000 | 952.000000 | 22.000000 | 2.370000 | 930.000000 |
| Byggmax Group | 33 | 1.730000 | 969.540000 | 13.540000 | 1.420000 | 956.000001 |
| Bilia A | 8 | 1.420000 | 912.800000 | 12.800000 | 1.420000 | 900.000000 |
| Gränges | 9 | 1.360000 | 940.500000 | 12.500000 | 1.350000 | 927.999999 |
| Biotage | 7 | 1.110000 | 953.400000 | 12.400000 | 1.320000 | 940.999997 |
| Clas Ohlson B | 12 | 0.860000 | 982.800000 | 9.800000 | 1.010000 | 972.999996 |
| OX2 | 13 | 1.380000 | 953.550000 | 3.550000 | 0.370000 | 949.999999 |
| HEXPOL B | 9 | -0.350000 | 1024.200000 | 3.200000 | 0.310000 | 1020.999996 |
| EQT | 4 | 0.820000 | 834.800000 | 2.800000 | 0.340000 | 832.000000 |
| AcadeMedia | 8 | 0.600000 | 403.200000 | 1.200000 | 0.300000 | 402.000000 |
| ASSA ABLOY B | 3 | 0.120000 | 776.700000 | -2.300000 | -0.300000 | 779.000001 |
| Alimak Group | 11 | 0.120000 | 918.500000 | -9.500000 | -1.020000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | 1.040000 | 953.400000 | -13.600000 | -1.410000 | 966.999999 |
| Addnode Group B | 11 | 0.180000 | 903.100000 | -17.900000 | -1.940000 | 921.000003 |
| SKF B | 5 | -1.660000 | 916.500000 | -23.500000 | -2.500000 | 940.000000 |
| Hexagon B | 26 | 1.380000 | 3437.200000 | -23.800000 | -0.690000 | 3461.000010 |
| Creaspac SPAC | 39 | -0.210000 | 3689.400000 | -28.600000 | -0.770000 | 3717.999987 |
| Indutrade | 5 | 2.070000 | 1185.000000 | -33.000000 | -2.710000 | 1218.000000 |
| Vitec Software Group B | 2 | 0.770000 | 1050.000000 | -37.000000 | -3.400000 | 1087.000000 |
| Latour B | 4 | 0.050000 | 818.400000 | -38.600000 | -4.500000 | 857.000000 |
| Bufab | 3 | -0.800000 | 1044.600000 | -64.400000 | -5.810000 | 1109.000001 |
| INVISIO | 16 | 0.670000 | 3624.000000 | -65.000000 | -1.760000 | 3689.000000 |
| BHG Group | 97 | 1.430000 | 1374.490000 | -84.510000 | -5.790000 | 1458.999989 |
| TOTAL | 45600.650000 | 544.650000 | -6.51067% | 45056.000411 |
Updated:¶
'2023-07-04 16:33:49.120689'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
